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Sep 24
46m 41s

The waiting game

MOMENTUM MEDIA
About this episode

The SMSF sector is in a holding pattern as key regulatory and legislative changes remain unresolved. In this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford discuss some of the key changes that are still to be clarified, such as the Div 296 tax and the much-anticipated NALI/E amendments.

The podcast touches on recent updates from the ATO, specifically regarding Law Companion Ruling (LCR) 2021/2 relating to super contributions and the recently released annual Class Benchmark report.

Listen as they discuss:

  • Revelations that more SMSFs will be impacted by the proposed Div 296 than originally estimated.
  • The changing face of the SMSF sector demographics.
  • The ongoing advice gap in the SMSF sector.
  • Implications of commuting market-linked pensions.
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